Excel Spreadsheet Productivity Tips For Financial Advisors
Tom Fragale is a computer professional with over 30 years of professional experience. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
He is a Microsoft Certified Trainer, A Microsoft Certified Master in Microsoft Office, a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, PowerPoint, and Outlook.
We’ll explore dozens of financial functions in Excel, how to use them and how to avoid the associated pitfalls. Then we’ll take the results of your calculations and show you how to set up simple dashboards to communicate the results of your analysis. Finally, we’ll introduce you to Excel’s Power Query function and how to leverage it with external data and data sources in Pivot Tables.
Excel was built for those in the financial industry. There are dozens of
functions, formulas, and tools that can be used to evaluate
profitability, debt performance, investment behaviors, and more. Most
people working in this application only know a fraction of what it can
Where to find and how to use financial functions
- How to create built-in visual trend indicators into your reports
- Setting up spreadsheets that are easy to use and understand
- How Power Query can help you access multiple data sources
- How Pivot Tables help you analyze data quickly and dynamically
- How to detect and clean-up dirty data to ensure your information is accurate
Course Level - Intermediate to Advanced
Who Should Attend
Data Analysts, Business Owners, Administrative Professionals, Business Analysis, Financial Analysis
Why Should You Attend
How many different tools are you using to evaluate financial performance data? Have you ever worked out a solution on a calculator, then typed it into Excel? What you do is important, so your time shouldn’t be spent swapping applications and tools, and fighting with spreadsheets to deliver what your clients are expecting. Learn everything Excel can do to help you help others discover and understand their financial data.